taxplanning for healthcare

Tax Planning for Healthcare Professionals

We serve the financial needs for healthcare professionals. Our clients include various healthcare professionals:

  • Doctors and Physicians
  • Psychiatrists
  • Psychologists
  • Psychotherapists
  • Counselors
  • Physicians
  • Optometrists
  • Dentists
  • Radioloisgts
  • And more…


The staff at Flatiron Advisors have consistently been very professional, prompt, courteous, and excellent communicators. My previous accountant closed her practice suddenly two years ago and Flatiron Advisors never lost a step in picking up where she left off and taking care of my tax needs efficiently.
Matt B.

Tax Services for Healthcare Professionals

Tax Planning

  • Annual and multi-year projections
  • Choice of entity
  • Compensation planning
  • Retirement plans
  • Real estate tax planning

Accounting and Bookkeeping

  • Spend more time on your patients and your business
  • Improve cash flow and profitability
  • Monthly bookkeeping
  • Financial statements to help gauge the health of your business
  • Payroll system setup and maintenance

Tax Preparation

  • S-corporation, C-corporation, Partnership taxes
  • Individual taxes for owners and partners

Wealth Management

Business and individual financial planning, wealth management and investment management is performed through our sister entity Flatiron Wealth Advisors, LLC